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| Provider | Service type | Compensation |
|---|---|---|
NADLER FINANCIAL GROUP, INC.3 years Filed as: NADLER FINANCIAL GROUP, LLC Service code 27 · EIN 36-4156113 | Advisory (Plan) | $19,167 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $3,780 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,733 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,327 | $99,957-68.7% | $149,696-79.1% | $73,488-57.4% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 17.10% | 53.87%-36.8pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,555 | $3,191-19.9% | $4,644-45.0% | $2,270+12.5% |
| Participant deferral / active EE | $2,554 | $6,073-57.9% | $6,842-62.7% | $3,740-31.7% |
| Admin fee / account holder | $94 | $551-83.0% | $9,309-99.0% | $513-81.7% |